At Plancorp, we’re your financial life advocate. You bring us your most pressing financial challenges, and we’ll give you peace of mind.
After working hard your entire life, you deserve the retirement you’ve always envisioned. Our Wealth Management and Family Office teams are committed to ensuring you have a plan that’s right for you, so you can reach your goals — whatever they may be.
Whatever your situation, our team will listen to what matters most to you. From taxes to retirement, investments, estate planning, charitable giving and more, our experienced advisors do the valuable work of financial planning and wealth management so you can focus on living life your way.
Complexity may come from:
such as planning for retirement, saving for
education, or charitable giving
such as marriage, divorce, or starting a family
from business success, inheritance, or stock offering
across generations and taxable estates
to achieve short- and long-term financial goals
with non-traditional income (i.e. equity, stock purchase) or compensation
Because success often comes with financial complexity, we empower people with complex finances to create a Living Financial Roadmap and delegate the financial management to our credentialed team who cover the most sophisticated financial topics with decades of experience.
We can't wait to work with you.
Many of our clients first come to us for personal wealth management and financial planning services and find value in our extended offerings – or vice versa.
for people and families who want to: Plan for Retirement, Minimize Taxes, Maximize Compensation, Save for Education, Create an Estate Plan, Live the Best Life!
LEARN MOREfor ultra high net worth individuals
LEARN MOREfor business owners and HR managers
LEARN MOREfor business owners
LEARN MOREfor boards of foundations, endowments, private schools, and nonprofits
LEARN MOREPlancorp is a financial services firm founded in 1983 with the firm belief in independence, objectivity, and allegiance to our clients — long before others realized the significance of this commitment.
We focus on people – from our first meeting with you to the ongoing relationship we build with your spouse (if applicable), your family and your extended financial team that may include accountants, attorneys, and other trusted advisors.
Behind every insight into your finances is an impressive team of knowledgeable professionals, all ready to help you live your best life. And we’d love nothing more than to put our expertise to work for you.
States Served, National Coverage, Local Appeal
Client Retention
In Assets Under Management
Number of CFP®, CFA, and CPA Designations
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We take pride in our accomplishments
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St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163
info@plancorp.com